Invoice Crowd lets a client pay one invoice in parts: split it into agreed amounts and dates, or allow partial payments above a minimum you set. The amount received and the remaining balance stay on the same invoice.
What is inside
Both live in the Manage Payments window on the invoice. Choose Split when you agree the amounts and dates in advance. Choose Partial when the client decides how much to pay, above a minimum you set.
You set the schedule
For example, agree 900 before work starts, 1,200 at a milestone and 900 on completion. In Split Payments, start from equal splits or a deposit row, then enter the amounts and dates that match the agreement. The schedule totals 3,000, and the client sees it as a Payment Schedule with each instalment's due date.
Each instalment carries the date you agreed, and the client sees exactly what is due and when. Pair the schedule with reminders to keep each payment on track.
How reminders workThe client sets the amount
Choose Partial in Payment Options and switch on Require a Minimum Amount to set the smallest amount the client can pay. The client can then pay any amount above it, and the rest of the balance stays open on the invoice.
For example, a client may pay 800 toward a 2,000 invoice when the minimum is 500. Their payment window shows the Minimum Payment, the Amount to Pay and the Balance After This Payment, and after the payment is recorded, 1,200 remains due.
The invoice does the bookkeeping
Every payment reduces the invoice balance as it is recorded, and the invoices list shows the invoice as Partial until it is paid in full. Each payment also gets its own receipt PDF.
Clients see a button for the next instalment, or the minimum and remaining balance for a partial payment, on desktop and phone. Preview it before you send, and let reminders follow up on what is outstanding.
What the client seesAlso included
Use the invoice, customer record and payment history together when following up or checking a balance.
Keep the original amount, recorded payments and remaining balance together.
Clients can pay each instalment or part payment online, right from the invoice.
Clients review their invoices and pay what is due from the customer portal.
Convert an approved estimate into an invoice, then set the payment terms.
Review invoices and payment history when reconciling what is paid and what remains due.
Compare a reusable payment link with the payment route on an existing invoice.
Questions
Split payments use amounts and dates you agree in advance, shown to the client as a payment schedule. Partial payments let the client choose an amount toward the balance, above the minimum you set. You pick one in the invoice's Manage Payments window.
Yes. Use Request Deposit on the invoice, or a deposit row in Split Payments, and the client sees Deposit Due Now with a Pay Deposit button. An estimate can also ask for a deposit that the client pays as they accept it. Agree what the deposit covers and how the rest will be paid, then preview the invoice before sending it.
Once the payment is recorded against the invoice, its outstanding balance is reduced by that amount, and the payment gets its own receipt PDF.
Instalments settle one existing invoice over time, while recurring invoices create a new invoice on a repeating schedule. Choose the one that matches your agreement with the client.
Create the invoice, set the instalments or the minimum, and send it with confidence.
